3 6 Ke·2026-01-09 02:14Core Insights - JD.com has established the "Chameleon Business Unit" to focus on the development and commercialization of core AI products, including the JoyAI App and JoyInside brand [1] - The JoyAI model family includes sizes ranging from 3 billion to 750 billion parameters, designed to meet various performance needs across different scenarios [1] - The company has achieved a 30% improvement in inference efficiency and a 70% reduction in training costs for the JoyAI model, enhancing its adaptability in industrial applications [2] AI Product Development - The JoyInside brand has integrated with over 40 leading robotics and AI toy brands, significantly enhancing interaction capabilities in various hardware devices [2] - JD's digital human services have been adopted by over 45,000 brands, with digital human live streaming costs being only one-tenth of traditional live streaming, resulting in a 30% increase in conversion rates [2] - During the 2025 "Double 11" shopping festival, the number of merchants using digital human live streaming increased nearly sixfold, contributing hundreds of billions in total merchandise volume [2] Strategic Initiatives - The establishment of the Chameleon Business Unit aims to consolidate AI business lines and create a commercial closed loop leveraging JD's e-commerce capabilities [3] - JD's competitive advantage lies in its robust supply chain capabilities and bargaining power in the consumer electronics and 3C appliance sectors, providing a solid foundation for AI implementation [3] - However, JD faces challenges in the AI sector, including insufficient long-term investment in large models compared to competitors like Alibaba and ByteDance, and a lack of international market presence [3]